Tags let you group contacts however your business thinks about them — leads, VIPs, regions, whatever fits. In dialnote, tags aren't a separate built-in field. They're a multi-select custom property you set up once and reuse across every contact.
That sounds technical, but the day-to-day flow is simple: open a contact, add a few tags, then filter your list by them later.
How tags work#
A tag set is a custom property of the type "Tags". Each tag is one option inside that property, with its own label and color. Because the property lives at the org level, every teammate sees the same tags on every contact. Add a new tag once and it's available everywhere.
You can have more than one tag-style property too. Many teams keep a free-form Tags property plus single-choice properties like Lead Status or Source. Tags (multi-select) let a contact hold several values at once; a single-select property holds just one.
Tags vs AI Call Tags
Contact tags label people. AI Call Tags label calls and are set up separately under Settings → AI Call Tags. If you're trying to categorize call topics or outcomes, that's a different feature — see Call Scoring.
Create a tag property#
You only do this once. Open any contact to show the contact panel on the right, then in the About section click + Add a property. Pick Tags from the menu. dialnote creates the property and lets you rename it right away — call it "Tags", "Segments", or anything that fits.
After that, the property shows on every contact, ready for values.
Tag a contact#
Open a contact, find the tag property in the About section, and click its value area. A small popover opens where you can:
- Search existing tags and click one to apply it
- Type a new name and click Create — then pick a color from the 10-color palette
Because it's multi-select, clicking more tags keeps adding them. Click an applied tag again to remove it. Everything saves on its own, so there's no Save button to hunt for.
Color your tags
Give each tag a color when you create it. Colored dots make a tagged contact list far quicker to scan. You can pick from green, red, blue, orange, yellow, turquoise, mauve, purple, rose, and gray.
Rename or delete a tag#
In the same popover, hover a tag and open its ⋯ menu to rename or delete it. Renaming updates that tag on every contact that has it. Deleting removes the option from the org. Tag labels can be up to 30 characters, and each property holds up to 100 tags.
Filter contacts by tag#
Tags pay off when you filter. On the Contacts page, open Filters and add a condition on your tag property. Multi-select properties support these operators:
- Contains any of — match contacts with at least one of the chosen tags
- Contains all of — match contacts that have every chosen tag
- Is empty / Is not empty — find contacts with no tags, or any tag
You can stack tag filters with other filters (name, company, custom fields) to build a precise segment, then export it. See Import & Export for getting that list out as a CSV.
Tag many contacts at once#
To tag a batch, select contacts with the checkboxes on the Contacts page. In the bulk action bar, choose Set Property, pick your tag property, then pick the tags to apply. For a multi-select property this adds the tags — it won't wipe tags a contact already has.
Bulk changes apply right away
Bulk Set Property updates every selected contact at once. Double-check your selection before you confirm, especially on a large filtered list.
What's Next#
- Adding Contacts — create contacts before you tag them
- Import & Export — bring contacts in or pull a filtered, tagged list out
- Contacts overview — the full contact record, fields, and panel
- Call Scoring — AI Call Tags for categorizing calls